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New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.

Invoice Grouping

edited Jun 2, 2025 2:24PM in Ask A Guru 4 comments

One of our customers would like all the invoices created that day to be grouped and sent. I know this is a new feature in the last release. Would I be able to create a workflow to create an invoice group and email it based on a saved search? I watched the video, but it didn't touch on workflows. Thanks for your advice.

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